sycamore

see the balance on a specific account

every account on the chart has a running balance and a list of every entry that hit it. drill in to find the one transaction that's making a category look weird.

3 steps~2 min
  1. 1

    open the accounts tab

    every account row shows its current balance.

  2. 2

    click any account row

    a detail sheet slides in. you see the running balance over time and every journal entry that touched the account, newest first.

  3. 3

    click an entry to drill further

    any entry opens its full transaction so you can see the other side of the journal — what cash account paid it, what category it offset.

    tip

    use this to audit when something looks off on the p&l. "why are supplies $1,200 this month?" — open supplies, see what entries hit it. ten times out of ten, one entry is the cause.

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